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Accredited Portfolio Management Advisor (APMA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements


Education Requirements

Two-part self-study course (requires 100-150 hours):

  • 11-module course focusing on program concepts
  • Online instructor-led graduate course involving direct application of program topics
Examination Type

Final designation exam (online, timed)

Continuing Education Requirements

16 hours every two years

Verification, Complaints and Accreditation
Check Designation Status Online

Online at Find an Advisor

Investor Complaint Process

Online at Standards of Professional Conduct, click on Complaints Against a Designee under Complaint Procedures

Published List of Disciplined Designees

Online at Standards of Professional Conduct (under "Disciplinary Actions")

Accredited By

Issuing Organization (College for Financial Planning) is accredited by U.S Department of Education Regional Accredited Agencies, The Higher Learning Commission (HLC)